Deal Puzzles: CPQ and Quote Automation Software
Deal Puzzles helps sales and finance teams manage quoting and payment collection. It is designed for companies that want to connect their CRM with billing and e-signature workflows.
At a glance
- Category
- Sales
- Best for
- SaaS companies, Sales teams, RevOps managers, Finance teams
- Pricing
- Pricing starts at $49 per month for the Starter plan, which has no user limit. Enterprise pricing is custom and includes dedicated RevOps consulting and custom ERP integrations.
- Key use cases
- Quote Automation, Closing and Signing, Billing and Collections, Self-Service Quoting
- Integrations
- Zoho, Stripe, Hubspot, Monday.com
- Official website
- dealpuzzles.com
Deal Puzzles is a Configure, Price, Quote (CPQ) platform that acts as middleware to connect a business's toolset into a quote-to-cash workflow. It is designed for SaaS companies to manage the process from creating a tailored quote to obtaining a signed contract and activating a subscription.
The software is intended for sales teams, RevOps, and finance departments who need to generate custom pricing and packaging. It includes an AI Composer for quote generation and integrated payment processing to reduce manual steps between closing a deal and receiving payment.
Buyers should confirm if they require basic quote automation or custom ERP integrations, as the latter is available through the Enterprise plan. Buyers should also verify that the supported payment methods align with their customers' preferences.
Key Features
Supports generating and tailoring custom quotes using AI.
Includes tools for setting up pricing rules, products, and plans.
Allows businesses to distribute quotes via links for customer access.
Supports collecting electronic signatures within the quote flow.
Supports credit card, ACH, and recurring payment collection.
Allows teams to monitor payments in real time.
Use Cases
Configuring pricing and generating tailored quotes for prospective customers.
Sending quotes for e-signature to finalize agreements.
Collecting payments via ACH or credit card and managing recurring billing.
Using shareable links to let customers interact with and accept quotes.
Best For
Integrations
Pricing
Pricing starts at $49 per month for the Starter plan, which has no user limit. Enterprise pricing is custom and includes dedicated RevOps consulting and custom ERP integrations.
FAQ
Deal Puzzles is a CPQ (Configure, Price, Quote) platform that helps automate the process of creating quotes, obtaining signatures, and collecting payments for SaaS companies.
The Starter plan begins at $49 per month with no limit on users. Enterprise pricing is custom and based on specific business needs.
Yes, it supports integrations with tools including HubSpot, Zoho, and Monday.com.
Yes, the platform is designed to support credit card, ACH, and recurring payment processing.
Source category: Sales
Source subcategory: Sales Enablement
